Michael J Primerano

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 06/2024
  Securities America, Inc.
  Mayfield Hts, OH
• 01/2009 → 04/2019
  Securities America Advisors
  La Vista, NE
• 02/2018 → 03/2021
  Cedar Brook Financial Partners, Llc
  Cleveland, OH
• 03/2021 → 11/2024
  Arbor Point Advisors
  Mayfield Hts, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mayfield Hts, OH
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2021-03-01 → 2024-11-08
  Arbor Point Advisors
  Twinsburg, OH
  Mayfield Heights, OH
  Mayfield Hts, OH
• 2018-03-01 → 2021-03-16
  Cedar Brook Group
  Cleveland, OH
• 2009-01-06 → 2019-04-15
  Securities America Advisors, Inc.
  Mayfield Hts., OH
• 2005-04-18 → 2009-01-07
  Osaic Fa, Inc.
  Cleveland, OH
  Orange Village, OH

Other Businesses

***ASH BROKERAGE POSITION: insurance agent NATURE: Insurance brokerage business INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2009 ADDRESS: 7609 West Jefferson Blvd, Fort Wayne IN 46804 DESCRIPTION: INSURANCE BROKERAGE SALES ***ARBOR GROUP ADVISORS, LLC POSITION: Principal NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 30 START DATE: 06/01/2021 ADDRESS: 5900 Landerbrook Drive, Suite 205, Mayfield Heights OH 44124 DESCRIPTION: 1/3 ownership of business. we are a local marketing and services group for Advisor Group related companies.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-25

Designations

• Certified Financial Planner